John Hancock Investors Trust
JHI
28 hedge funds and large institutions have $13.7M invested in John Hancock Investors Trust in 2014 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
80% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 5
8% more capital invested
Capital invested by funds: $12.6M → $13.7M (+$1.07M)
4% more funds holding
Funds holding: 27 → 28 (+1)
1.03% more ownership
Funds ownership: 7.79% → 8.83% (+1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$536K |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$326K |
| 3 |
SG Americas Securities
New York
|
+$308K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$215K |
| 5 |
Invesco
Atlanta,
Georgia
|
+$88.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$46.3K |
| 2 |
WA
WFG Advisors
Dallas,
Texas
|
-$24.8K |
| 3 |
TCOV
Trust Company of Vermont
Brattleboro,
Vermont
|
-$10.8K |
| 4 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$5K |
| 5 |
Citigroup
New York
|
-$2.16K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OIA
26
Optimum Investment Advisors
Chicago,
Illinois
| $7K | – | – | – |
|
|
WA
27
WFG Advisors
Dallas,
Texas
| $4K | -$24.8K | -1,353 | -85% |
|
|
NFG
28
Next Financial Group
Houston,
Texas
| $4K | – | – | – |
|
29
US Bancorp
Minneapolis,
Minnesota
| $4K | – | – | – |
|
|
DADC
30
D.A. Davidson & Co
Great Falls,
Montana
| – | -$5K | -300 | Closed |
|
JHI Hedge Fund Activity: Q4 2014 in Review
28 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in John Hancock Investors Trust (JHI) for Q4 2014, worth a combined $13.7M — up 8.5% from $12.6M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new JHI positions and 1 closed out — a net gain of 3 holders — while 9 added to existing stakes and 5 trimmed.
The largest buyer was Guggenheim Capital, adding an estimated $536K. The largest seller was LPL Financial, cutting an estimated $46.3K.
- 28 institutional investors held John Hancock Investors Trust (JHI) as of Q4 2014, up from 27 in Q3 2014.
- Funds reported $13.7M of John Hancock Investors Trust stock for Q4 2014, up 8.5% quarter-over-quarter.
- 4 funds opened new John Hancock Investors Trust positions in Q4 2014 and 1 closed out, a net change of +3 holders.
- The largest John Hancock Investors Trust buyer in Q4 2014 was Guggenheim Capital, an estimated $536K added.
- The largest John Hancock Investors Trust seller in Q4 2014 was LPL Financial, an estimated $46.3K sold.
Based on aggregated 13F filings for Q4 2014.